Investment Risk Specialist

Position Description:

Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With US$746 billion in assets under management as of 30 November 2012, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. We welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

The Position:

An Investment Risk Specialist position has been approved in the Investment and Risk Management group. The primary focus of this group is identifying and conducting original research on significant investment trends and major risks across our investments platforms. This encompasses equities, asset allocation, hedge fund, and fixed income approaches. This group is also actively involved in our portfolio oversight processes and leads a number of our internal review committees. The team also acts as a broad investment/risk representative for the firm, advises on investment strategy with selected clients, and oversees $10 billion in multi-manager solutions offered by the firm.

Responsibilities:

The Investment Risk Specialist will be responsible for analyzing key risks and communicating their conclusions to our investment teams. Specific responsibilities will include:

•Analyzing performance across products and product categories
•Completing monthly risk decomposition analyses and evaluating changes
•Developing portfolio overlap, trading overlap and capacity summaries
•Preparing risk dashboard reports
•Generating financial and performance summaries versus competitors
•Organizing and creating equity review group materials
•Coordinating risk management, 'multi-managed' product, and general presentation materials for the group
•Participating in original research on various risk topics
•Assisting in the on-going management of the multi-manager solutions

Qualifications:

The ideal candidate will have both a strong quantitative background in mathematics/physics/statistics/engineering coupled with an understanding of finance/economics. The ability to master various analytical systems such as Excel, BARRA, Factset, etc. and a desire to attain a CFA or CRM designation or a MBA degree are essential to long term success in the role. In addition, the ability to work both independently and within a team environment is critical as the successful candidate will individually manage projects but also will interact closely with the investment teams, product management, and business professionals.

April 27, 2013 • Tags:  • Posted in: Financial

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